forward earnings, the ones probably more resilient to the china story and did get good chinese pmi data. you look at those and say, okay, you'll see people rotate into the things that aren't working because they've become so cheap. >> scott, do you buy into that strategy? >> i don't. i think business to business is still problematic. if somebody is selling to consumers, i think they're likely to do better. starbucks did well. still ten bucks from their 52-week high but the stock seems to have gotten footing and even names that have done worse, r.i.m. has found its footing and i think that consumers are actually the place to be right now. we've seen young do well. i don't like commons, i don't like a name like caterpillar because they have to do business largely overseas and that's not the place to be right now. >> so, dan, let's go to you. you're looking at facebook as one of the names that might get a second look at this point. why now? >> yeah, well, i think that's a good point you made about some of those other names. a couple others, nike had a good week after being down and out for